You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Home > Sales > Staff Procedures > Find / Add Account > Add Account
Add Account
print icon
Dana Snyder
Mar 01, 2021
views icon 326
  1. If account is not found using Find Account steps > Click “Add Individual”
  2. Fill in information > Click “Save”
  3. Take photo
Feedback
0 out of 0 found this helpful

close button
scroll to top icon